Like Tree14Likes

Investment ideas for the New Year

Closed Thread
Page 2 of 3 FirstFirst 1 2 3 LastLast
  1. #11

    Join Date
    Oct 2006
    Location
    Hong Kong
    Posts
    15,557
    Original Post Deleted
    You OK sending it to others? If so, I will PM you.

    Also @cookie09 are you a Swiss national to be able to invest in a Swiss roboinvestor?

  2. #12

    Join Date
    Aug 2009
    Posts
    2,711
    Quote Originally Posted by pin:
    are you a Swiss national to be able to invest in a Swiss roboinvestor?
    let's just say that i have found my way around to be able to do it. helps to speak the language of course.

  3. #13

    Join Date
    Jan 2012
    Posts
    769

    If you're into ETFs, check out a friend of mine's new firm he has just launched - https://etfmomentuminvesting.com/pages/about-us

    He had worked for 10+ years or so with Lord Abbot, Guggenheim as a wholesaler and about a year ago quit with the idea of getting something of his own going. I think he just "opened for business" this past week or so, but does share all his trends if you're interested to just take a look...

    shri likes this.

  4. #14

    Join Date
    Oct 2006
    Location
    Hong Kong
    Posts
    15,557
    Quote Originally Posted by cookie09:
    let's just say that i have found my way around to be able to do it. helps to speak the language of course.
    As in French or investment speak?

  5. #15

    I read on some expat investing site (https://andrewhallam.com/) that investing in US domiciled funds can expose your heirs to a steep estate tax. Would this be true with investments in your average US ETFs?

    I'm just not looking at individual stocks at this point, having badly underperformed the market after years of buying stocks. Seem to be significant negatives with all major fund options:

    US ETFs - withholding tax, possibly estate tax
    HK ETFs - limited selection, low liquidity, higher fees than in US
    Active funds - high fees, mostly underperforming


  6. #16

    Join Date
    Jan 2013
    Posts
    1
    Original Post Deleted
    - can you share again the asset classes which benefit from US tax exemptions? Also, I assume the all-in tax rate depends on citizenship. How do I find out my all-in tax rate?

  7. #17

    Join Date
    Nov 2017
    Posts
    431

    There are also universal life insurance products that have tax benefits. They don't make sense for the vast majority of U.S. investors since 401k/IRA is more efficient. Can be an option though given the right circumstances (especially for foreign investors without access to other tax vehicles).


  8. #18

    Join Date
    Mar 2010
    Posts
    6,745

    What's also important to understand is the difference between stock companies listed in the U.S.
    and elsewhere versus U.S. stock companies listed in the U.S. and elsewhere...


  9. #19

    Join Date
    Nov 2005
    Location
    Cramped island
    Posts
    5,585

    universal life is more to tackle the estate tax issue, not the income tax part that are usually handled by the various pension schemes in the world like MPF/CPF/401k etc.


  10. #20

    Join Date
    Oct 2006
    Location
    Hong Kong
    Posts
    15,557

    STAY the heck away from any so called investment products that are dressed up as insurance policies.

    The fees will ruin you.